Steps of RFP
More Steps (to RFP)
Key Concepts
Key Terms
100

Figuring out which documents are important for your case:



Identify Needed Documents

100

Check the documents you receive to ensure they’re complete and relevant.

Review the Documents:

100

Usually, when a RFP is submitted, you have ____ days to respond.

30

100

The process of creating legal documents, such as contracts, pleadings, wills, or statutes, that are clear, precise, and legally binding. When creating an RFP, keep things simple.

Drafting

200

Understand the legal rules and deadlines for making your request.

Check Rules and Deadlines:

200

If there’s an issue, try to resolve it or ask the court to intervene.

Handling Disputes

200

An RFP grants both sides access to ______ ______.

relevant information

200

The style and structure of writing used in legal documents, must be clear and concise.

Legal Writing

300

 Write a clear, formal request specifying the documents you need.

Draft Your Request:

300

Make sure any claims of privilege (e.g., attorney-client) are justified.

Review Privilege Claims:

300

An RFP is important because it promotes ________ _______.

Transparency & Fairness.

300

The legal obligation to protect sensitive information from unauthorized disclosure during the creation, handling, and storage of documents. Some documents are protected, and thus can’t be requested (there are a few exemptions).

Confidentiality

400

Officially send the request to the other party.

Serve the Request:

400

If the other party doesn’t comply, ask the court to enforce it.

 Follow up (if needed)

400

Information from __________ can be used before drafting an RFP. 

interrogatories 

400

The formal act of certifying a document by a notary public to verify the authenticity of signatures and compliance with legal formalities. Responses to RFP typically require affidavits of compliance/completeness, meaning that they’ll need to be ______. 

Notarized

500

Give the other party time to respond (usually 30 days).

Wait for a Response:

500

The FINAL step of RFP.

USE THE DOCUMENTS!!!!!! !!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!! !!!!!!!!! !!!!!!!!!!! !!!!!!!!!! !!!!!!!!!!!!!!!!!

500

A written response to an RFP must include: 

The relevant documents, the request, and the response.

500

The process of editing or removing sensitive or privileged information from documents before they are shared or filed.

Redaction